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Sarthak Bajaj 14 Record maintenance in Salesforce instead of Excel
Hi All,
I have a requirement where there is a need to insert records in salesforce instead of updating the excel and attaching the excel each time in salesforce.
Currently Each time data in excel needs an update, we need to download the excel, update the excel and then we have to upload it to salesforce again.
Is there a way to directly store the sheet/record in salesforce so that we can directky modify the records in salesforce.
Note: The excel sheet contains username and password as well, therefore storing it in simple object will not be an ideal way.
Thanks in advance
Regards,
Sarthak
I have a requirement where there is a need to insert records in salesforce instead of updating the excel and attaching the excel each time in salesforce.
Currently Each time data in excel needs an update, we need to download the excel, update the excel and then we have to upload it to salesforce again.
Is there a way to directly store the sheet/record in salesforce so that we can directky modify the records in salesforce.
Note: The excel sheet contains username and password as well, therefore storing it in simple object will not be an ideal way.
Thanks in advance
Regards,
Sarthak
Salesforce is RDBMS system and if your excel sheets contains data which are related to some other data then you may need to create multiple objects for them to be stored.
Once objects are created, define the relationships among them then use the data loader to import the data.
Now, you can have multiple users inside the salesforce (may need to purchanse licenses) and then you can give them an Object level access + a record level access accordingly.
Hope this helps!